Chad Smith is a registered investment advisor, based in Peachtree, GA, with 26 years of industry experience.
Location
525 Westpark Drive, Suite 100, Peachtree, GA, 30269
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad is a part-time lifestyle model, owns rental real estate, and serves as an officer for his neighborhood HOA. He also has a personal investment in MDB Capital Holdings and is a managing partner/financial advisor at Reveille Wealth Management, LLC, dedicating about a quarter to about half of his time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Smith Capital, LLC
Purshe Kaplan Sterling InvestmentsBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
The Volume Investor, INC.Broker
The Volume Investor, INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.